SECURITY ROLE ASSIGNMENTS IN DYNAMICS 365 FINANCE AND OPERATIONS
This article provides detailed information about the user security role assignment methods available in Dynamics 365 Finance and Operations. These methods are essential for managing user access and ensuring secure system operations.
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CONTENT
Introduction Role assignment levels Role assignment methods - auto Role assignment methods - manual Demo Conclusion |
INTRODUCTION
Role assignments can be automated through query-based rules or handled manually using data management tools or direct assignments at various levels, including global, organizational hierarchy, and company-specific scopes.
By exploring these methods, you can gain a better understanding of how to effectively manage security roles to align with organizational policies and compliance requirements.
Let’s explore these details.
In Microsoft Dynamics AX and Dynamics 365 Finance and Operations (D365FO), security roles are always assigned to users, as every user has a different function in maintaining a Segregation of Duties (SOD)-compliant environment. This critical function underlines why security roles are often referred to as role-based security roles, emphasizing their alignment with user responsibilities and access needs.
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